Agree Realty Corp
ADC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000917251
In the last 90 days, Agree Realty Corp insiders filed 5 open-market purchases and 0 sales; 497 institutions reported holding it in 13F filings for Q2 2026, worth $10.8B in total; no superinvestor holds it.
Other share classesADC.PA
13F holders, Q2 2025
Institutional positions in Agree Realty Corp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 471
- +8 vs. Q1 2025
- Shares held
- 125.1M
- +3.95M (+3.3%) vs. Q1 2025
- Total value
- $9.15B
- −$205.7M (−2.2%) vs. Q1 2025
- New holders
- 62
- 214 more added
- Sold out
- 54
- 142 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ADC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 497 | $10.8B |
| Q1 2026 | 502 | $10.5B |
| Q4 2025 | 492 | $9.33B |
| Q3 2025 | 479 | $8.97B |
| Q2 2025 | 471 | $9.15B |
| Q1 2025 | 467 | $9.36B |
| Q4 2024 | 451 | $8.27B |
| Q3 2024 | 431 | $8.39B |
| Q2 2024 | 409 | $6.46B |
| Q1 2024 | 395 | $5.71B |
| Q4 2023 | 367 | $6.42B |
| Q3 2023 | 372 | $5.27B |
| Q2 2023 | 375 | $6.23B |
| Q1 2023 | 360 | $6.70B |
| Q4 2022 | 358 | $6.97B |
| Q3 2022 | 360 | $6.34B |
| Q2 2022 | 340 | $6.22B |
| Q1 2022 | 319 | $5.18B |
| Q4 2021 | 326 | $5.44B |
| Q3 2021 | 322 | $4.84B |
| Q2 2021 | 312 | $5.47B |
| Q1 2021 | 301 | $4.58B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quaker Wealth Management, LLC | 5 | $366 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 7 | $515 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $584 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $731 | 0.00% | −17−63.0% | Reduced |
| Mountain Hill Investment Partners Corp. | 11 | $768 | 0.00% | +1+10.0% | Added |
| Avion Wealth | 25 | $1.00K | 0.00% | +7+38.9% | Added |
| True Wealth Design, LLC | 14 | $1.02K | 0.00% | −3−17.6% | Reduced |
| Highline Wealth Partners LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $1.24K | 0.00% | +17 | New |
| Cromwell Holdings LLC | 18 | $1.32K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 20 | $1.46K | 0.00% | +7+53.8% | Added |
| Sachetta, LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 26 | $1.90K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 30 | $2.24K | 0.00% | −35−53.8% | Reduced |
| WPG Advisers, LLC | 37 | $2.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 37 | $2.70K | 0.00% | +34+1,133.3% | Added |
| Roble, Belko & Company, Inc | 48 | $3.00K | 0.00% | +1+2.1% | Added |
| Bell Investment Advisors, Inc | 58 | $4.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 63 | $4.60K | 0.00% | +2+3.3% | Added |
| Harbour Investments, Inc. | 67 | $4.89K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 69 | $5.04K | 0.00% | −2,801−97.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 73 | $5.30K | 0.00% | +73 | New |
| Farmers & Merchants Investments Inc | 87 | $6.36K | 0.00% | +14+19.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 93 | $6.79K | 0.00% | +93 | New |
| Plante Moran Financial Advisors, LLC | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 114 | $8.33K | 0.00% | +5+4.6% | Added |
| Itau Unibanco Holding S.A. | 114 | $8.33K | 0.00% | +114 | New |
| Rosenberg Matthew Hamilton | 123 | $8.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 138 | $10.1K | 0.00% | +138 | New |
| Geneos Wealth Management Inc. | 144 | $10.5K | 0.00% | +17+13.4% | Added |
| Optimum Investment Advisors | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 172 | $12.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 173 | $12.6K | 0.01% | +2+1.2% | Added |
| Capital Advisors, Ltd. LLC | 196 | $14.0K | 0.00% | −270−57.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 215 | $15.7K | 0.00% | +215 | New |
| Essential Partners LLC | 219 | $16.0K | 0.01% | +219 | New |
| Parkside Financial Bank & Trust | 224 | $16.4K | 0.00% | +11+5.2% | Added |
| Atlantic Trust, LLC | 246 | $18.0K | 0.00% | +180+272.7% | Added |
| Glenmede Investment Management, LP | 262 | $19.1K | 0.00% | +262 | New |
| Whittier Trust Co of Nevada Inc | 277 | $20.2K | 0.00% | +187+207.8% | Added |
| Clearstead Advisors, LLC | 304 | $22.2K | 0.00% | +138+83.1% | Added |
| Whittier Trust Co | 318 | $23.2K | 0.00% | +91+40.1% | Added |
| Mount Yale Investment Advisors, LLC | 328 | $24.0K | 0.00% | +328 | New |
| Capital Analysts, LLC | 323 | $24.0K | 0.00% | +2+0.6% | Added |
| Farther Finance Advisors, LLC | 381 | $27.8K | 0.00% | +306+408.0% | Added |
| Aew Capital Management L P | 400 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 423 | $30.9K | 0.01% | −23−5.2% | Reduced |
| NBC Securities, Inc. | 432 | $31.0K | 0.00% | −86−16.6% | Reduced |
| National Bank of Canada | 472 | $34.5K | 0.00% | +472 | New |
| MCF Advisors LLC | 485 | $35.4K | 0.00% | +3+0.6% | Added |
| North Star Investment Management Corp. | 500 | $36.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $36.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 510 | $37.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 525 | $38.4K | 0.01% | −6−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 580 | $42.4K | 0.00% | +356+158.9% | Added |
| Huntington National Bank | 590 | $43.1K | 0.00% | +3+0.5% | Added |
| Global Retirement Partners, LLC | 592 | $43.2K | 0.00% | +592 | New |
| Gables Capital Management Inc. | 600 | $43.8K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 680 | $50.0K | 0.00% | +11+1.6% | Added |
| Sound Income Strategies, LLC | 738 | $53.9K | 0.00% | −51−6.5% | Reduced |
| Allworth Financial LP | 891 | $65.1K | 0.00% | +262+41.7% | Added |
| Danske Bank A/S | 900 | $65.8K | 0.00% | +900 | New |
| MAI Capital Management | 907 | $66.3K | 0.00% | +499+122.3% | Added |
| IFP Advisors, Inc | 940 | $68.7K | 0.00% | +940 | New |
| Massmutual Trust Co FSB | 1,011 | $73.9K | 0.00% | +96+10.5% | Added |
| Bryn Mawr Trust Co | 1,060 | $77.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,105 | $80.7K | 0.00% | −127−10.3% | Reduced |
| Principal Securities, Inc. | 1,120 | $81.8K | 0.00% | −22−1.9% | Reduced |
| Brown Brothers Harriman & Co | 1,139 | $83.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,155 | $83.6K | 0.01% | −268−18.8% | Reduced |
| Jones Financial Companies LLLP | 1,169 | $84.7K | 0.00% | +352+43.1% | Added |
| Ci Investments Inc. | 1,191 | $87.0K | 0.00% | −234−16.4% | Reduced |
| Carderock Capital Management Inc | 1,300 | $95.0K | 0.02% | +1,300 | New |
| Caitong International Asset Management Co., Ltd | 1,356 | $99.1K | 0.07% | +944+229.1% | Added |
| EverSource Wealth Advisors, LLC | 1,358 | $99.2K | 0.00% | +965+245.5% | Added |
| Bayforest Capital Ltd | 1,515 | $110.7K | 0.05% | −1,976−56.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,597 | $117.0K | 0.00% | −49,775−96.9% | Reduced |
| Private Trust Co NA | 1,621 | $118.4K | 0.01% | −90−5.3% | Reduced |
| Larson Financial Group LLC | 1,690 | $123.4K | 0.00% | +1,144+209.5% | Added |
| Ronald Blue Trust, Inc. | 1,770 | $129.3K | 0.00% | +544+44.4% | Added |
| Parallel Advisors, LLC | 1,891 | $138.1K | 0.00% | +132+7.5% | Added |
| GF Fund Management Co. Ltd. | 1,894 | $138.4K | 0.00% | −67−3.4% | Reduced |
| Covestor Ltd | 1,966 | $144.0K | 0.08% | −685−25.8% | Reduced |
| Hantz Financial Services, Inc. | 1,986 | $145.0K | 0.00% | +1,694+580.1% | Added |
| Umb Bank N A | 2,024 | $147.9K | 0.00% | +279+16.0% | Added |
| FIL Ltd | 2,031 | $148.4K | 0.00% | +2,031 | New |
| Skopos Labs, Inc. | 2,182 | $159.4K | 0.02% | +2,056+1,631.7% | Added |
| Central Pacific Bank - Trust Division | 2,204 | $161.0K | 0.02% | −580−20.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,224 | $162.5K | 0.00% | −572−20.5% | Reduced |
| KBC Group NV | 2,527 | $185.0K | 0.00% | −1,805−41.7% | Reduced |
| M&G Plc | 2,711 | $197.9K | 0.00% | +2,711 | New |
| Swiss Life Asset Management Ltd | 2,765 | $202.0K | 0.00% | +2,765 | New |
| Anb Bank | 2,799 | $204.5K | 0.09% | +2,799 | New |
| Inceptionr LLC | 2,809 | $205.2K | 0.05% | +2,809 | New |
| Allie Family Office LLC | 2,814 | $205.6K | 0.10% | 00.0% | Unchanged |